Purchases and Sales Made in Q3 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q3 2023. The information is specifically focused on institutions that hold shares of WELLS FARGO & COMPANY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-691- 8.16% |
$27.9K - $32.6K
|
7.78K
$613K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-694- 1.31% |
$28.1K - $32.7K
|
52.2K
$4.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-694- 1.22% |
$28.1K - $32.7K
|
56K
$4.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-696- 1.45% |
$28.1K - $32.8K
|
47.1K
$3.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
SELL
|
- |
-700- 0.27% |
$28.3K - $33K
|
255K
$20.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-711- 2.17% |
$28.7K - $33.5K
|
32K
$2.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-714- 1.34% |
$28.9K - $33.7K
|
52.4K
$4.13M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-715- 4.58% |
$28.9K - $33.7K
|
14.9K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-732- 2.31% |
$29.6K - $34.5K
|
31K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-736- 3.31% |
$29.8K - $34.7K
|
21.5K
$1.69M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-737- 10.55% |
$29.8K - $34.7K
|
6.25K
$492K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-746- 7.55% |
$30.2K - $35.2K
|
9.14K
$720K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-750- 7.91% |
$30.3K - $35.3K
|
8.74K
$688K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-758- 6.38% |
$30.6K - $35.7K
|
11.1K
$876K
|
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-765- 3.53% |
$30.9K - $36.1K
|
20.9K
$1.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-771- 6.49% |
$31.2K - $36.3K
|
11.1K
$875K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-777- 13.45% |
$31.4K - $36.6K
|
5K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-790- 3.54% |
$31.9K - $37.2K
|
21.5K
$1.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-793- 1.78% |
$32.1K - $37.4K
|
43.6K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-793- 9.3% |
$32.1K - $37.4K
|
7.74K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-818- 40.54% |
$33.1K - $38.6K
|
1.2K
$94.6K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-825- 22.76% |
$33.4K - $38.9K
|
2.8K
$221K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-836- 13.21% |
$33.8K - $39.4K
|
5.49K
$433K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-843- 3.19% |
$34.1K - $39.7K
|
25.6K
$2.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-850- 5.32% |
$34.4K - $40.1K
|
15.1K
$1.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-857- 1.51% |
$34.6K - $40.4K
|
55.9K
$4.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-873- 10.66% |
$35.3K - $41.1K
|
7.31K
$576K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-884- 27.95% |
$35.7K - $41.7K
|
2.28K
$180K
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-885- 34.41% |
$35.8K - $41.7K
|
1.69K
$133K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-886- 1.02% |
$35.8K - $41.8K
|
86.2K
$6.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-894- 3.53% |
$36.1K - $42.1K
|
24.4K
$1.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-900- 4.83% |
$36.4K - $42.4K
|
17.7K
$1.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-900- 64.29% |
$36.4K - $42.4K
|
500
$39.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-904- 14.32% |
$36.5K - $42.6K
|
5.41K
$426K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-905- 4.21% |
$36.6K - $42.7K
|
20.6K
$1.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-906- 0.64% |
$36.6K - $42.7K
|
141K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-907- 8.07% |
$36.7K - $42.7K
|
10.3K
$815K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-916- 3.34% |
$37K - $43.2K
|
26.5K
$2.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-921- 0.48% |
$37.2K - $43.4K
|
193K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-927- 15.0% |
$37.5K - $43.7K
|
5.25K
$414K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-944- 5.87% |
$38.2K - $44.5K
|
15.1K
$1.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-948- 4.68% |
$38.3K - $44.7K
|
19.3K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-952- 1.4% |
$38.5K - $44.9K
|
67.2K
$5.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-954- 12.34% |
$38.6K - $45K
|
6.78K
$534K
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-962- 16.08% |
$38.9K - $45.3K
|
5.02K
$396K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-976- 8.6% |
$39.5K - $46K
|
10.4K
$817K
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-993- 8.51% |
$40.1K - $46.8K
|
10.7K
$842K
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-995- 0.51% |
$40.2K - $46.9K
|
196K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-997- 3.46% |
$40.3K - $47K
|
27.8K
$2.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1K- 0.78% |
$40.4K - $47.1K
|
128K
$10.1M
|